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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,212 | $104,251-62.4% | $91,004-56.9% | $147,586-73.4% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 21.47% | 27.06%-5.6pp | 4.60%+16.9pp | 578.59%-557.1pp |
| Employer contribution / active EE | $1,008 | $3,116-67.7% | $2,456-59.0% | $4,876-79.3% |
| Participant deferral / active EE | $4,433 | $4,195+5.7% | $3,548+25.0% | $5,439-18.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |